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Patrick Clark

Wells Fargo Advisors
35 Years of Experience
Beaver Dam, WI
1 DisclosureBroker
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Patrick Clark is a registered investment advisor at Wells Fargo Advisors, based in Beaver Dam, WI, with 35 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

128 Monroe St, Beaver Dam, WI, 53916

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
August 1995 - January 2008 · 12 yrs 5 mos
Banc One Securities CorporationBroker
January 1994 - August 1995 · 1 yr 7 mos
Edward D. Jones & CO., L.P.Broker
September 1991 - January 1994 · 2 yrs 4 mos
Private Ledger Financial Services, IncorporatedBroker
August 1989 - December 1989 · 4 mos
State Registrations14 states
ALARAZCACOFLILINKYNCOHSCTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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